Category: Microsoft Dynamics CRM

Using Shared Mailbox and Queue in CRM for implementing generic email address in Dynamics 365 and Exchange Online.

Recently, we had a requirement to send email to customers using a generic email address like donotreply@domain.com from Dynamics CRM (& Exchange Online).

The way we can implement this is through Shared Mailbox and Queue in CRM Online.

Log in to the Administration Portal

https://portal.office.com/adminportal/home#/homepage

Select Shared mailboxes

Members can be added to the Shared Mailbox

Now back in CRM assign the email id to a particular queue.

Now sending an email activity with From as Queue and to as one of the user inside CRM.

Open the user’s mail box.

Make sure we have done Test and Enabled Mailbox for the Shared Email Box and have set Incoming and Outgoing Email as Server-Side Synchronization.

Hope it helps..

App not accessible to certain users in Dynamics 365 (CRM)

Recently we created a new App for one our clients and gave permission to appropriate security roles to access those App.

But still some users were not able to access the App.

Eventually we realized the Security Roles (custom one) assigned was not having Read permission on App to access it.

This fixed the issue.

Hope it helps..

System.Security.SecurityException: That assembly does not allow partially trusted callers while using HttpUtility.UrlEncode in CRM

Hi,

We got the below error in one of our Sandboxed Plugins

“System.Security.SecurityException: That assembly does not allow partially trusted callers”.

We realised it was because of using System.Web.HttpUtility class


We replaced it with EscapeDataString method and this fixed the issue.

System.Uri.EscapeDataString()

Helpful thread

https://stackoverflow.com/questions/3840762/how-do-you-urlencode-without-using-system-web

Hope it helps..

Status not getting updated using SetStateRequest in Dynamics 365.

Hi,

We were recently facing issue while trying to update status for Campaign Entity using SetStateRequest in Dynamics 365. The value for were not getting updated.

Eventually we realized that it could be because of SetStateRequest being deprecated now in Dynamics 365 (online).

Updating the code to use UpdateRequest fixed the issue.

Hope it helps..

LINQ: GroupBy, Sum and EntityCollection in CRM

Just sharing a sample code that could be used for group by and sum operation on EntityCollection.

Suppose below is the output that we want

We can use the below code for that.


// select categoryid, final forecast, final awards from SubCategory Entity
// category id is lookup in SubCategory Entity

EntityCollection result = orgProxy.RetrieveMultiple(new FetchExpression(fetch));

var details = from r in result.Entities.AsEnumerable()
group r by new
{
groupByCategoryID = ((EntityReference)r.Attributes["categoryId"]).Id.ToString()
}
into g
select new
{
sumFinalForecast = g.Sum(x => Convert.ToInt32(x.Attributes["finalforecast"])),
sumFinalAwards = g.Sum(x => Convert.ToInt32(x.Attributes["finalawards"])),
categoryId = g.Key.groupByCategoryID
};

// update the parent record
foreach(var detail in details)
{
Entity entityUpdate = new Entity("category");
entityUpdate.Id = new Guid(detail.categoryId);
entityUpdate.Attributes["totalfinalforecast"] = detail.sumFinalForecast;
entityUpdate.Attributes["totalfinalawards"] = detail.sumFinalAwards;
orgProxy.Update(entityUpdate);
}

Hope it helps..

Sample code to call Action using Web API in CRM

Just sharing a sample code to call an Action through Web API.

Suppose below is our Action with one input parameter.

JavaScript code :-


function CallAction() {

// get the id of the record and remove the curly bracket part
// id will be used in Web API url
var Id = Xrm.Page.data.entity.getId().replace('{', '').replace('}', '');

var serverURL = Xrm.Page.context.getClientUrl();

// pass the id as inpurt parameter
var data = {

"recordid": Id
};

var req = new XMLHttpRequest();

// specify name of the entity, record id and name of the action in the Wen API Url
req.open("POST", serverURL + "/api/data/v8.2/sab_costmanagements(" + Id + ")/Microsoft.Dynamics.CRM.sab_Recalculate", true);

req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
req.onreadystatechange = null;
if (this.status == 200) {
var data = JSON.parse(this.response);
alert(data);
} else {
var error = JSON.parse(this.response).error;
alert(error.message);
}
}
};

// send the request with the data for the input parameter
req.send(window.JSON.stringify(data));
}

Basically we need to pass name of the Entity Set with id of the record followed by name of the action appended with Microsoft.Dynamics.CRM.

In case of global action, we just need the Microsoft.Dynamics.CRM.<<ActionName>>.

More details here

https://www.inogic.com/blog/2016/10/execute-the-global-action-using-web-api-in-dynamics-crm/

Hope it helps..